PIA
Powell Investment Advisors Portfolio holdings
AUM
$267M
1-Year Return
18.39%
This Quarter Return
-3.52%
1 Year Return
+18.39%
3 Year Return
+56.31%
5 Year Return
+88.21%
10 Year Return
–
AUM
$204M
AUM Growth
-$12.3M
(-5.7%)
Cap. Flow
-$4.75M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
63.5%
Holding
166
New
9
Increased
48
Reduced
20
Closed
19
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.06M |
| 2 |
Tesla
TSLA
|
$2.13M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$1.61M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.34M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$959K |
Top Sells
| 1 |
Amazon
AMZN
|
$6.79M |
| 2 |
Apple
AAPL
|
$3.73M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.44M |
| 4 |
ProShares UltraShort S&P500
SDS
|
$915K |
| 5 |
Home Depot
HD
|
$879K |
Sector Composition
| 1 | Financials | 6.45% |
| 2 | Technology | 5.89% |
| 3 | Consumer Discretionary | 4.23% |
| 4 | Communication Services | 1.33% |
| 5 | Consumer Staples | 1.1% |
